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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,283 | $85,766+124.2% | $136,297+41.1% | $70,124+174.2% |
| Participation rate | 91.7% | 74.2%+17.5pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 15.34% | 31.45%-16.1pp | 5156.19%-5140.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $11,464 | $2,966+286.5% | $4,696+144.1% | $2,342+389.4% |
| Participant deferral / active EE | $9,363 | $5,051+85.3% | $6,247+49.9% | $3,332+181.0% |
| Admin fee / account holder | $2,309 | $5,420-57.4% | $9,244-75.0% | $4,645-50.3% |